Filed June 8, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $14,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,549 | $47,126+126.1% | $149,673-28.8% | $74,419+43.2% |
| Participation rate | 83.2% | 63.4%+19.8pp | 78.8%+4.4pp | 70.7%+12.5pp |
| Annual return | 21.02% | 22.75%-1.7pp | 134.42%-113.4pp | 34.38%-13.4pp |
| Employer contribution / active EE | $1,629 | $1,905-14.5% | $4,818-66.2% | $2,637-38.2% |
| Participant deferral / active EE | $4,228 | $2,728+55.0% | $5,680-25.6% | $4,528-6.6% |
| Admin fee / account holder | $23 | $343-93.2% | $13,210-99.8% | $348-93.3% |